See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,834 | $198,466-72.9% | $170,442-68.4% | $147,584-63.5% |
| Participation rate | 20.0% | 88.0%-68.0pp | 83.6%-63.6pp | 82.8%-62.8pp |
| Annual return | 6.00% | 257.29%-251.3pp | 205.93%-199.9pp | 578.55%-572.6pp |
| Employer contribution / active EE | $723 | $6,184-88.3% | $5,433-86.7% | $4,876-85.2% |
| Participant deferral / active EE | $2,637 | $5,629-53.1% | $4,939-46.6% | $5,439-51.5% |
| Admin fee / account holder | $741 | $16,852-95.6% | $13,880-94.7% | $10,885-93.2% |